About Laurel wealth planning
Laurel Wealth Planning: Your Trusted Financial Advisors in Minneapolis/St. Paul
Laurel Wealth Planning is an independent, fee-only financial advisory firm based in Minneapolis/St. Paul. With a team of experienced and knowledgeable financial advisors, we are committed to helping our clients achieve their financial goals and secure their future.
At Laurel Wealth Planning, we understand that every client has unique needs and objectives when it comes to managing their finances. That's why we take a personalized approach to financial planning, tailoring our services to meet the specific needs of each individual client.
Our team of experts includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and other professionals with extensive experience in the finance industry. We have a deep understanding of the complexities of wealth management and investment strategies, allowing us to provide our clients with comprehensive advice that is tailored to their specific situation.
As fee-only advisors, we are committed solely to serving our clients' best interests. We do not receive commissions or compensation from any third-party providers for recommending specific products or services. This ensures that our advice is always unbiased and objective.
Our Services
At Laurel Wealth Planning, we offer a wide range of services designed to help you achieve your financial goals:
1) Investment Management: Our investment management services are designed to help you build a diversified portfolio that aligns with your risk tolerance and long-term objectives.
2) Retirement Planning: We can help you plan for retirement by developing a customized strategy that takes into account your current assets, income sources, expenses, and future goals.
3) Tax Planning: Our tax planning services can help you minimize your tax liability while maximizing your after-tax returns.
4) Estate Planning: We can assist you in creating an estate plan that ensures your assets are distributed according to your wishes while minimizing taxes and other costs.
5) Insurance Analysis: Our insurance analysis service helps ensure that you have adequate coverage for life, disability, and long-term care.
Why Choose Laurel Wealth Planning?
1) Personalized Service: We take a personalized approach to financial planning, tailoring our services to meet the specific needs of each individual client.
2) Fee-Only: As fee-only advisors, we are committed solely to serving our clients' best interests. We do not receive commissions or compensation from any third-party providers for recommending specific products or services.
3) Experienced Professionals: Our team includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and other professionals with extensive experience in the finance industry.
4) Comprehensive Services: We offer a wide range of services designed to help you achieve your financial goals, including investment management, retirement planning, tax planning, estate planning, and insurance analysis.
5) Unbiased Advice: Our advice is always unbiased and objective because we do not receive commissions or compensation from any third-party providers for recommending specific products or services.
In conclusion
At Laurel Wealth Planning, we are committed to helping our clients achieve their financial goals and secure their future. With a team of experienced professionals who take a personalized approach to financial planning and offer comprehensive services that are tailored to each client's unique needs, we are confident that we can help you achieve your financial objectives. Contact us today to schedule a consultation with one of our advisors!
laurelwealthplanning.com
